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Otter Tail

143 hedge funds and large institutions have $632M invested in Otter Tail in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more call options, than puts

Call options by funds: $2.15M | Put options by funds: $286K

39.43% more ownership

Funds ownership: 0%39.43% (+39%)

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

23% more capital invested

Capital invested by funds: $514M → $632M (+$118M)

2% more funds holding

Funds holding: 140143 (+3)

2% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 44

Holders
143
Holders Change
+3
Holders Change %
+2.14%
% of All Funds
3.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
45
Reduced
44
Closed
15
Calls
$2.15M
Puts
$286K
Net Calls
+$1.86M
Net Calls Change
+$725K
Name Holding Trade Value Shares
Change
Change in
Stake
BG
51
BlackRock Group
United Kingdom
$1.33M +$60.1K +1,617 +5%
SLG
52
Stanley-Laman Group
Pennsylvania
$1.15M +$2.64K +71 +0.3%
WT
53
Whittier Trust
California
$1.15M +$5.76K +155 +0.6%
MLICM
54
Metropolitan Life Insurance Company (MetLife)
New York
$1.1M -$14.9K -400 -1%
Manulife (Manufacturers Life Insurance)
55
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.06M +$5.54K +149 +0.6%
US Bancorp
56
US Bancorp
Minnesota
$1.01M -$37.2K -1,000 -4%
NFA
57
Nationwide Fund Advisors
Ohio
$975K -$41.4K -1,114 -4%
T. Rowe Price Associates
58
T. Rowe Price Associates
Maryland
$945K
ICOA
59
Investment Centers of America
North Dakota
$933K +$75.1K +2,019 +10%
State Board of Administration of Florida Retirement System
60
State Board of Administration of Florida Retirement System
Florida
$898K
AIG
61
American International Group
New York
$891K -$2.12K -57 -0.3%
SCM
62
Symons Capital Management
Pennsylvania
$835K +$88.5K +2,381 +13%
BA
63
BlackRock Advisors
Delaware
$827K +$13.7K +369 +2%
Goldman Sachs
64
Goldman Sachs
New York
$775K -$2.64K -71 -0.4%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$752K +$23.2K +623 +3%
VOYA Investment Management
66
VOYA Investment Management
Georgia
$726K -$21.8K -585 -3%
Victory Capital Management
67
Victory Capital Management
Texas
$691K -$43.1K -1,158 -6%
SI
68
SII Investments
Wisconsin
$568K +$42.8K +1,150 +9%
RJFSA
69
Raymond James Financial Services Advisors
Florida
$558K -$73K -1,963 -13%
ISB
70
Iowa State Bank
Iowa
$555K
SGI
71
Summit Global Investments
Utah
$526K +$480K +12,900 New
Legal & General Group
72
Legal & General Group
United Kingdom
$504K +$139K +3,728 +43%
FMII
73
Farmers & Merchants Investments Inc
Nebraska
$496K
Nisa Investment Advisors
74
Nisa Investment Advisors
Missouri
$490K
BlackRock
75
BlackRock
New York
$487K -$1.64K -44 -0.4%

OTTR Hedge Fund Activity: Q4 2016 in Review

143 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q4 2016, worth a combined $632M — up 23% from $514M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new OTTR positions and 15 closed out — a net gain of 5 holders — while 45 added to existing stakes and 44 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $9.42M. The largest seller was John G. Ullman & Associates, cutting an estimated $5.75M.

  • 143 institutional investors held Otter Tail (OTTR) as of Q4 2016, up from 140 in Q3 2016.
  • Funds reported $632M of Otter Tail stock for Q4 2016, up 23% quarter-over-quarter.
  • 20 funds opened new Otter Tail positions in Q4 2016 and 15 closed out, a net change of +5 holders.
  • The largest Otter Tail buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $9.42M added.
  • The largest Otter Tail seller in Q4 2016 was John G. Ullman & Associates, an estimated $5.75M sold.

Based on aggregated 13F filings for Q4 2016.